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Customize a homepage

Administrators can customize the default homepages that appear for each user
by navigating to Homepage Admin > Pages and selecting the homepage.

Users who have roles can customize the homepages that are specified for
their roles by navigating to Self-Service > Homepage.

Procedure

Navigate to Homepage Admin > Pages.

Select the homepage to customize.

Click Edit Homepage.

The homepage opens just as it does when you view it, but it is in edit
mode.

Note: You must click Edit Homepage
to make changes to a global homepage that take effect for all users who can
access the homepage. If you click View Homepage and
make changes, a personal homepage is automatically created for you and those
changes take effect only on that personal homepage. To see the
Edit Homepage link, you must enter a value in the
View field.

Add items to the homepage.

Click Add Content.

A window opens that lets you select from the homepage items that you
can add. Some items pertain to specific features and applications,
such as CMS content blocks and the Work Management dispatch map. So
the list of items varies depending on what is active on your
system.

Warning: Each widget on your homepage runs individually. For
example, a homepage with 10 reports runs each report every time it
refreshes. If your homepage consistently loads slowly, try removing
widgets to determine why.

Select an item to add.

Reports: Reports to the homepage.

Gadgets: Items like a knowledge search
field and sticky notes.

Knowledge Base: Knowledge base
categories.

Labels: Labels that you use to organize
records.

System Applications: Applications and
modules.

World Clocks: Any available World
Clock.

Note: The world clock widget is for demo purposes
only.

Gauges: All available dashboard gauges.
Gauges are defined in System UI > Gauges.

Catalog Categories: Active service
catalog categories. The homepage uses the desktop icon of the
category as the homepage icon.

Catalogs: Service catalogs, including all
their active categories (starting with the Eureka release).

Diagnostics: Information you can use for
monitoring and troubleshooting your instance, like database
connections and JVM garbage collection.

Live Feed: Your company feed.

Text Search: Lists of top searches in
your instance.

Filters: System definition filters.

Reposition elements on your homepage by dragging and dropping them to a new
location.

The change you make to the homepage is saved automatically.

To remove a homepage item, click the [X] on the right side of the header of the
item.